Tower Semiconductor: The Hidden AI Photonics Winner
Source: SeekingAlpha
2026-03-13 10:24:00 ET
Investment Thesis
Following my successful bullish call on Applied Optoelectronics ( AAOI ) and the explosive growth in photonics fueled by the demand from AI data center applications, my focus turned to the deeper layers of the optical supply chain. At the core of the optical supply chain is Tower Semiconductor ( TSEM ), a leading foundry of silicon photonics chips used in high-speed optical networking in AI clusters....
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Tower Semiconductor: The Hidden AI Photonics Winner
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